See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,501 | $123,793-89.1% | $177,821-92.4% | $79,858-83.1% |
| Participation rate | 89.2% | 84.7%+4.5pp | 87.7%+1.5pp | 69.6%+19.6pp |
| Annual return | 18.20% | 22.82%-4.6pp | 48.32%-30.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $3,237 | $4,095-21.0% | $5,918-45.3% | $2,471+31.0% |
| Participant deferral / active EE | $3,560 | $5,956-40.2% | $7,714-53.8% | $3,740-4.8% |
| Admin fee / account holder | $1,507 | $7,243-79.2% | $12,427-87.9% | $5,306-71.6% |